80952. Application Setup in Microsoft Dynamics NAV 2017

Description

This course provides students with the tools to implement and maintain cross-application setup data after the system components are installed. The focus is on the application-oriented work involved in setting up and maintaining company-wide rules, data, and users.

What are the goals for this course?

• RapidStart Services Process Flow
• Configuration Worksheet and Questionnaires
• Data Templates
• Configuration Package
• Configure a New Company Using RapidStart Services
• Field Mapping
• Create Missing Codes
• Data Migration Using Assisted Setup
• Users and User Groups
• Permission Sets
• User-Specific Setup
• Setting up the Change Log
• Change Log Entries
• Number Series and Relationships
• Source Codes and Source Code Setup
• General Journal Templates, Batches, and Lines
• Specific Posting Groups
• General Posting Groups and Setup
• VAT Posting Groups and Setup
• Dimensions and Dimension Values
• Account Type Default Dimensions
• Posting with Dimensions
• Workflow in Microsoft Dynamics NAV
• Use the Purchase Document Approval System
• General knowledge of Microsoft Windows
• General knowledge of Microsoft Office

What are the prerequisites to consume this course?

Outline

Module 01: Set Up a Company by Using RapidStart Services

• RapidStart Services Process Flow
• Configuration Worksheet
• Configuration Questionnaires
• Data Templates
• Configuration Package
• Configure a New Company Using RapidStart Services
• Data Migration Using RapidStart Services
• Field Mapping
• Create Missing Codes
• Data Migration Using Assisted Setup

Module 02: Manage Users

• Users
• User Groups
• Permission Sets
• Maintaining Permission Sets
• User-Specific Setup
• RoleTailored User Setup

Module 03: Change Log Setup

• Setting up the Change Log
• Change Log Entries

Module 04: Set Up Number Series

• Number Series
• Number Series Relationships

Module 05: Set Up Trail Codes

• Source Codes and Source Code Setup
• Reason Codes

Module 06: Set Up General Journal Templates and Batches

• General Journal Templates, Batches, and Lines
• Create Journal Templates and Batches

Module 07: Set Up Posting Groups

• Specific Posting Groups
• General Posting Groups
• General Posting Setup
• VAT Posting Groups
• VAT Posting Setup

Module 08: Set Up Dimensions

• Dimensions and Dimension Values
• Setting Up Dimensions in General Ledger Setup
• Default Dimensions
• Assign Default Dimensions to Multiple Accounts
• Account Type Default Dimensions
• Default Dimension Priority
• Conflicting Default Dimensions
• Dimension Combinations
• Posting with Dimensions

Module 09: Workflow

• Workflow in Microsoft Dynamics NAV
• Workflow Setup
• Create Workflows
• Use Workflows

Module 10: Set Up and Manage Approval Workflows

• Approval User Setup
• Approval Workflows
• Set up Approval Workflows using Assisted Setup
• Use the Purchase Document Approval System